Everett Harris & Co’s Capital One COF Stock Holding History

Everett Harris & Co’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-836	Closed	-$203K	–	330
2025 Q4	$203K	Buy	+836	New	+$186K	﹤0.01%	320

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Everett Harris & Co's COF Position: Q1 2026 in Review

Everett Harris & Co sold out of Capital One (COF) in Q1 2026, closing a stake of 836 shares — an estimated $203K sold.

Everett Harris & Co first reported a position in COF in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 2,079 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Everett Harris & Co reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
Everett Harris & Co sold 836 Capital One shares in Q1 2026, an estimated $203K.
Everett Harris & Co first reported a position in Capital One in Q4 2025 and held it in 1 quarter.
Everett Harris & Co's Capital One position peaked at $203K in Q4 2025.
2,079 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.